8月7日，Lumentum Holdings盘中上涨3.23%，报882.55美元/股，成交额4.12亿美元。
消息面上，中信建投研报指出AI算力产业链已进入下游需求倒逼上游产能的深度爆发期，Lumentum核心光学组件产能可能提前售罄至2028年，产能紧缺预期显著升温。同时，公司将于8月11日盘后披露新一季业绩，市场一致预期本季营收约9.88亿美元，同比增长111.83%；调整后每股收益约2.97美元，同比增长271.06%，核心驱动来自高端组件持续出货与产品组合升级提升均价。此外，光通信板块当日盘前普涨，Applied Optoelectronics涨13.27%、Coherent涨4.87%，板块共振进一步提振市场情绪。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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